Integrating Pabbly Connect with Pabbly Subscription Billing for Seamless Invoice Management

Learn how to integrate Pabbly Connect with Pabbly Connect to automate invoice sharing via WhatsApp and email while backing up to Airtable. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Invoice Automation

To begin integrating Pabbly Connect with Pabbly Subscription Billing, access your Pabbly account. Here, you can create a new workflow that will automate the process of sharing invoices through WhatsApp and email.

Click on the ‘Create Workflow’ button in Pabbly Connect and name your workflow, for instance, ‘Subscription Billing Invoices on WhatsApp and Email’. This will set the foundation for your automation.

2. Configuring Webhook in Pabbly Subscription Billing

The next step involves setting up a webhook in Pabbly Subscription Billing. This webhook will notify Pabbly Connect when an invoice is created. Open Pabbly Subscription Billing, navigate to the ‘Settings’ menu, and select ‘Webhooks’.

• Copy the webhook URL provided by Pabbly Connect.
• Create a new webhook and paste the copied URL.
• Select the event as ‘Invoice Created’ to trigger the integration.

After saving the webhook, proceed to create an invoice in Pabbly Subscription Billing to test if the webhook is correctly capturing the event.

3. Sending Invoice via WhatsApp Using AI Sensi

Once the webhook is set up, the next action in your workflow is to send the invoice via WhatsApp using AI Sensi. In your Pabbly Connect workflow, add a new action module and select AI Sensi as the application.

Here, you will configure the WhatsApp message template. Enter the campaign name and map the mobile number from the webhook response. This ensures that the message is sent to the correct customer. Additionally, include the invoice link and other relevant details in the message template.

4. Emailing Invoice to Customers with Pabbly Email Marketing

After successfully sending the WhatsApp message, the next step is to email the invoice to the customer using Pabbly Email Marketing. In your Pabbly Connect workflow, add another action module and select Pabbly Email Marketing.

• Create an email template including customer details and the invoice link.
• Map the email address from the webhook response to ensure it reaches the correct recipient.

Once the email template is set up, send a test request to confirm that the email is being sent correctly. Ensure that the email contains all necessary details for the customer.

5. Backing Up Invoice Data to Airtable

The final step in your workflow is to create a backup of the invoice data in Airtable. In your Pabbly Connect workflow, add Airtable as the last action module.

Connect to Airtable using a generated API token. Map the required fields such as customer name, email, phone number, and product cost. This will ensure that all relevant data is stored securely for future reference.

Conclusion

This tutorial has demonstrated how to effectively use Pabbly Connect to integrate Pabbly Subscription Billing with WhatsApp, email, and Airtable for seamless invoice management. By following these steps, you can automate invoice sharing and backup processes efficiently.